Senior Wealth and Trust Advisor
$133.73k - $219.7kFull-time
WSFS Bank
Job Description Bryn Mawr Trust, a WSFS Company, delivers sophisticated, locally managed wealth management solutions through a comprehensive suite of advisory services, including financial planning, investment management, trust and estate services, brokerage, and fiduciary expertise. Our collaborative approach empowers individuals, families, business owners, and institutions to achieve their financial, legacy, and philanthropic goals. The Senior Wealth and Trust Advisor serves as a senior relationship leader responsible for driving client engagement, expanding wealth management relationships, and delivering holistic advisory solutions. This highly visible role combines deep fiduciary expertise with a strong business development focus, leveraging the full capabilities of Bryn Mawr Trust and WSFS to uncover opportunities, strengthen client loyalty, and grow assets under management and administration. The successful candidate will manage a portfolio of high-net-worth and ultra-high-net-worth clients while acting as a trusted advisor to clients, their families, and centers of influence. Through consultative relationship management and strategic planning, the Senior Wealth and Trust Advisor will identify opportunities to deepen existing relationships, attract new clients, and position Bryn Mawr Trust as the wealth partner of choice. Job Responsibilities: Relationship Management & Business Development:
$133,728.00 - $219,696.75 Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at View email address on us.fitly.work. WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
- Serve as the primary relationship manager for a portfolio of complex and high-value wealth management clients, delivering an exceptional client experience that drives retention, satisfaction, and long-term loyalty.
- Proactively identify opportunities to expand client relationships by introducing additional wealth management, trust, investment, banking, lending, and planning solutions across the WSFS platform.
- Develop and execute strategies to increase assets under management, assets under administration, and overall relationship profitability.
- Generate new business opportunities through referrals, prospecting activities, professional networking, and partnerships with attorneys, accountants, family offices, and other centers of influence.
- Build a strong pipeline of prospective clients and convert opportunities through a consultative, goals-based planning approach.
- Lead comprehensive wealth planning conversations to understand clients' financial objectives, family dynamics, estate planning needs, tax considerations, and legacy goals.
- Collaborate with investment advisors, estate specialists, tax professionals, and banking partners to deliver integrated wealth management solutions tailored to each client.
- Utilize planning tools and resources to develop and implement customized strategies that address clients' evolving needs while demonstrating the value of Bryn Mawr Trust's full-service capabilities.
- Become a trusted advisor who anticipates client needs and proactively delivers strategic guidance across generations.
- Represent Bryn Mawr Trust within the community and professional organizations, enhancing the firm's visibility and reputation among affluent clients and referral sources.
- Serve as a mentor and coach to junior advisors, helping to strengthen relationship management, business development, and client service capabilities across the team.
- Partner with leadership on strategic growth initiatives, market development efforts, and key business objectives.
- Act as a subject matter expert on trust, fiduciary, and wealth advisory matters while promoting a culture of collaboration, accountability, and client advocacy.
- Ensure all trust and fiduciary relationships are administered in compliance with applicable regulations, fiduciary standards, and internal policies.
- Exercise sound judgment in managing complex client situations, balancing exceptional client service with prudent risk management practices.
- Maintain accurate documentation, ensure audit readiness, and uphold the highest standards of fiduciary excellence and professional integrity.
- Bachelor's degree required; advanced degree or professional designation (CFP®, CFA, CTFA, JD, CPA, or equivalent) strongly preferred.
- Minimum of 10 years of experience in wealth management, trust administration, financial services, or a related advisory capacity, including significant responsibility for managing complex client relationships.
- Demonstrated success in business development, relationship expansion, asset gathering, and referral generation within the high-net-worth and ultra-high-net-worth marketplace. An existing, portable book of client relationships and a proven ability to transition and grow those relationships is a significant plus.
- Deep knowledge of fiduciary administration, estate planning, trust structures, wealth transfer strategies, taxation, and investment principles.
- Proven ability to develop trusted client relationships and influence decision-making across multigenerational families and professional advisor networks.
- Strong leadership, coaching, and collaboration skills with a track record of driving results in a team-oriented environment.
- Excellent written and verbal communication skills with the ability to articulate sophisticated planning concepts and navigate complex client discussions confidently and professionally.
- Strong commitment to delivering an exceptional client experience while consistently achieving business growth objectives.
$133,728.00 - $219,696.75 Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at View email address on us.fitly.work. WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Vacancy posted 2 days ago
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